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Name Holding Trade Value Shares
Change
Change in
Stake
LOAME
526
Lombard Odier Asset Management (Europe)
United Kingdom
$286K
CCA
527
Checchi Capital Advisers
California
$285K -$200K -3,205 -39%
WA
528
Wasatch Advisors
Utah
$283K +$306K +4,905 New
STMM
529
South Texas Money Management
Texas
$282K -$24K -384 -7%
NPC
530
National Planning Corporation
California
$282K -$2.25K -36 -0.7%
HIM
531
Hermes Investment Management
United Kingdom
$280K +$303K +4,855 New
WAM
532
Wealthspire Advisors (Maryland)
Maryland
$276K +$38.5K +617 +15%
BUB
533
BBVA USA Bancshares
Texas
$270K +$16.4K +263 +6%
SS
534
Simplicity Solutions
Minnesota
$268K +$14.7K +235 +5%
FAN
535
Financial Advisors Network
California
$265K +$13.6K +218 +5%
JFGIW
536
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$264K -$436K -6,989 -60%
AP
537
Advisor Partners
California
$264K -$116K -1,854 -29%
KI
538
Koch Industries
Kansas
$263K +$285K +4,560 New
WT
539
Washington Trust
Rhode Island
$261K +$31.3K +502 +12%
MWM
540
Mission Wealth Management
California
$259K -$2.81K -45 -1%
Fifth Third Bancorp
541
Fifth Third Bancorp
Ohio
$258K -$117K -1,871 -29%
BRWA
542
B. Riley Wealth Advisors
Florida
$256K -$499 -8 -0.2%
LOAMS
543
Lombard Odier Asset Management (Switzerland)
Switzerland
$254K -$1.26M -20,149 -82%
IT
544
Independence Trust
Tennessee
$253K
AW
545
Alpha Windward
Massachusetts
$249K +$83.6K +1,340 +45%
TMAM
546
Tokio Marine Asset Management
Japan
$238K -$85.9K -1,376 -25%
AF
547
Alerus Financial
North Dakota
$238K
CBA
548
Coastal Bridge Advisors
Connecticut
$238K +$257K +4,124 New
SHWM
549
Smith & Howard Wealth Management
Georgia
$233K
CCIA
550
Campbell & Co Investment Adviser
Maryland
$232K +$251K +4,027 New